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Schwab Strategic Tr sht tm us tres shares owned by Stonekeep Investments

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Stonekeep Investments from 13F filings

Historical chart of Stonekeep Investments investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Stonekeep Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Stonekeep Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 14k 24.40
2025-06-30 $331k 14k 24.38
2025-03-31 $327k 13k 24.34
2024-12-31 $295k 12k 24.06

More positions owned by Stonekeep Investments

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tesla Motors (TSLA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for Stonekeep Investments

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres